Sales & Customers

Hello I created a new role for a team member to run invoices (QB Advanced). User has Full Access to Invoices (no other Sales items), and that's it. She is unable to run customer statements. Is there a workaround for this? Many thanks Rob

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We revised the bill in Quickbooks resulting a credit on the supplier account.  We then entered a credit card credit.  How do we match these as the account still shows a credit balance.

It is standard procedure for public accountants to prepare P&L with a subtotal line called Income Before Income Tax, then Income Tax, and then Net Income.  I set up the Corporate Income Tax Provision as a separate account.  But the problem is trying to create Income Before Income Tax that will show Gross Profit less all the other expenses (except Corporate Income Tax).

How to automatically add late payment fees to invoices using QB in Canada?

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I don't want it to be included as income, just reimbursement.

I keep entering some of the info over and over again when reviewing my receipts. Can I set for example: my most used credit card as a form of payment instead of searching it all the time?

Is it possible to transfer an estimate or invoice from one quickbooks account to another account?

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I have recently hired an external bookkeeper. I am the internal admin. I was using qbo to help me with my grant reports by using the class and customer feature. Grant reporting happens once a year for a grant but all throughout the year for various grants. Sometimes things change as we get new funds, etc. so until I report on that grant I want some flexibility with classes and sometimes customers. I don't want to have to ask the bookkeeper to unlock the books every time. Also I use descriptions in my reporting. So when I pull up that expense from a few months ago that has a missing description I just want to add that detail especially if it was a specific kind of expense and our funder wants to know about what exactly it was. These things don't effect the books but add detail for me and help me use qbo for grant reporting.

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doing up expenses I do not see a quantity column to fill in where do I find that

When an organizer books the space, the event venue runs the ticketing and then pays out the proceeds less expenses to the organizer. How do I record these ticket revenues and the payments that get reimbursed to the customer?

I have the QuickBooks EasyStart subscription

How do I get my Reciept snap icon back?

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does the mobile app use pricing rules when invoicing?

Would be great to add to the Invoice Approval Status report